Job Creation and Managment

What It Does

The Job Creation and Management feature in SignTracker allows users to initiate, track, and oversee individual jobs through their lifecycle. From initial customer interactions to task management and completion, this feature serves as a centralized hub for organizing all job-related activities, files, and communications.



Video: Setting Up a New Job
Video: Inside Your Job
Video: SignTracker Job Management
Webinar: Job Management 

Why It’s Important

• Centralized Information: Keeps all job details, files, updates, and communications in one place for easy access.
• Streamlined Workflow: Ensures that all steps, from quotes to completion, are documented and accessible.
• Customer Retention: Archived jobs retain valuable client information, making follow-ups seamless if clients return in the future.

How It Helps

• Enhances Collaboration: Provides a single source of truth for sales, production, and project management teams.
• Reduces Errors: Tracks all job-related activities to minimize oversight or miscommunication.
• Improves Efficiency: Enables tracking of all tasks, quotes, and communications within one job folder.

Step-by-Step Instructions

1. Starting a New Job:
   • Navigate to the Job Flow Board, Job List, or use the New Job dropdown menu.
   • Enter the following details:
     • Job Name: Use clear identifiers (e.g., “ABC Bank – Multi-Sign Project”).
     • Customer: Start typing the client’s name to auto-populate or add new contact information.
     • Description: Include details like project scope or special requirements.
     • Contact: Link the job to one or multiple contacts at the client’s company.
     • Job Type: Specify whether it’s a product or service.
     • Assign Team Members: Add project managers or sales reps (optional for smaller shops).
     • Due Date: Add a deadline if known; this can be updated later.
     • Location: Input a delivery, install, or pickup location.
2. Managing Jobs:
   • Track Progress:
     • Jobs automatically appear in the first column of the Job Flow Board.
     • Move jobs across stages by dragging them to the next column.
   • Edit Job Details:
     • Open the job card to update information like due dates, descriptions, or assigned personnel.
   • Attach Files:
     • Upload proofs, surveys, or client approvals directly to the job using drag-and-drop or by navigating to your computer’s files.
     • Use the browser on your smartphone to upload photos or documents from the field.
3. Task Management:
   • Assign tasks using templates or create new tasks specific to the job.
   • Tasks automatically appear in the calendar and task list for tracking.
   • Update task progress as work is completed.
4. Using Notes:
   • Add time-stamped notes to record approvals, emails, or project updates.
   • Copy and paste customer communications directly into the notes for quick reference.
5. Quoting and Contracts:
   • Create quotes and convert them into contracts directly within the job.
   • Use templates for consistent pricing and branding.
   • Review detailed webinars for advanced quoting setup.
6. Archiving and Cloning Jobs:
   • Archive completed or unsuccessful jobs for future reference.
   • Clone existing jobs to create similar projects quickly.

Pro Tips

• Consistent Naming: Use a standardized format for job names to simplify searching (e.g., Client Name – Sign Type).
• Utilize Attachments: Immediately upload field photos and notes to avoid losing critical information.
• Stay Organized: Regularly review job statuses and move completed jobs to the Archived column.
• Manage Holds: Use the "Hold" feature to flag jobs pending permits, approvals, or other dependencies.

Explore Templates: Take advantage of the built-in sign templates and forms for tasks like client surveys, change orders, or landlord approvals.